Your Windows user account must have Write permission or higher to the Cloud Cruiser installation directory tree as described in the last step of the procedure in Installing the Cloud Cruiser application.

If you use Oracle as your Cloud Cruiser database server, you must install the Oracle driver for Cloud Cruiser Analytics Server.

To set up the data source

If you installed Cloud Cruiser Analytics Desktop and Cloud Cruiser on separate machines, copy the directory <install_dir>/analytics from the Cloud Cruiser machine to a location of your choosing on the Cloud Cruiser Analytics Desktop machine. This enables you to open files from this directory in Cloud Cruiser Analytics Desktop.

Double-click the file <install_dir>/analytics/datasource/<databaseType>/ccdb.tds to open it in Cloud Cruiser Analytics Desktop.

In the upper left corner of the Cloud Cruiser Analytics Desktop window, right-click the ccdb data source and choose Edit Connection.

In the Microsoft SQL Server Connection dialog box, enter the server name, username, and password for your SQL Server database server, then click Connect. This is the Application User and password that you created in the Database Settings screen of the Cloud Cruiser installer.

Verify that the ccdb database is selected in the Step 4 menu, then click OK. If you entered another name for your database in the Cloud Cruiser installer, select it here.

At the prompt to regenerate the data extract, click OK to accept this action. If you receive the error message Tableau Data Engine Error: 4: Access is denied, then your Windows user account does not have the necessary permissions mentioned in Before you begin. Close the data source without saving it in Cloud Cruiser Analytics Desktop, edit the permissions for the installation directory, and start over at step 2.

When the data extract has been regenerated, right-click the ccdb data source and choose Publish to Server.

At the logon prompt, enter the hostname and port of your Cloud Cruiser Analytics Server machine and the username and password you created when you installed Cloud Cruiser Analytics Server, then click OK.

In the Full menu, choose Weekday early mornings (Every weekday at 04:00AM). This sets Cloud Cruiser Analytics Server to refresh its data from the Cloud Cruiser server early every morning. You can choose a different schedule here or even create one on the Cloud Cruiser Analytics Server, but do not choose None. New data loaded into Cloud Cruiser is not reflected in Cloud Cruiser Analytics reports until the next refresh by Cloud Cruiser Analytics Server.

Click Publish. Then click OK in the dialog box that confirms that the data source has been successfully published.

What to do next

Publish the workbooks that define the visualizations available from the Advanced Reports page in the Cloud Cruiser Portal. Continue to the next section, Publishing workbooks.